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Integrated Wealth Counsel’s Vanguard Mid-Cap ETF VO Stock Holding History

Integrated Wealth Counsel’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-600
Closed -$14K – 211
2013
Q2 		$14K Buy
+600
New +$14.2K 0.01% 149

Other funds holding VO

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Integrated Wealth Counsel's VO Position: Q3 2013 in Review

Integrated Wealth Counsel sold out of Vanguard Mid-Cap ETF (VO) in Q3 2013, closing a stake of 600 shares — an estimated $14K sold.

Integrated Wealth Counsel first reported a position in VO in Q2 2013 and held it in 1 quarter. The position peaked at $14K in Q2 2013. 247 funds tracked by Wall St. Rank hold VO as of Q3 2013.

  • Integrated Wealth Counsel reported no remaining Vanguard Mid-Cap ETF position as of Q3 2013 after selling out during the quarter.
  • Integrated Wealth Counsel sold 600 Vanguard Mid-Cap ETF shares in Q3 2013, an estimated $14K.
  • Integrated Wealth Counsel first reported a position in Vanguard Mid-Cap ETF in Q2 2013 and held it in 1 quarter.
  • Integrated Wealth Counsel's Vanguard Mid-Cap ETF position peaked at $14K in Q2 2013.
  • 247 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2013.

Based on Integrated Wealth Counsel's 13F filing for Q3 2013, filed 1 Nov 2013.